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Issuer
Simplify
Inception Date
Sep 27, 2021
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$66M

Share Price Chart


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Performance

TYA Performance Chart

Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) is down 5.6% since the beginning of the year. TYA is currently trading at $13 per share.


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S&P 500 Index

Returns By Period

Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) has returned -5.59% so far this year and -0.30% over the past 12 months.


Simplify Intermediate Term Treasury Futures Strategy ETF

1D
-0.89%
1M
0.43%
YTD
-5.59%
6M
-5.80%
1Y
-0.30%
3Y*
-1.95%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TYA Monthly Returns History

Based on dividend-adjusted daily data since Sep 28, 2021, TYA's average daily return is -0.04%, while the average monthly return is -0.75%.

Historically, 47% of months were positive and 53% were negative. The best month was Nov 2023 with a return of +10.6%, while the worst month was Mar 2022 at -12.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, TYA closed higher 48% of trading days. The best single day was Sep 28, 2022 with a return of +5.9%, while the worst single day was Jun 13, 2022 at -4.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.93%5.55%-6.44%-1.22%-0.85%-1.47%-5.59%
20251.02%6.48%1.00%3.19%-3.81%3.76%-2.59%4.36%0.15%0.95%2.19%-2.65%14.38%
2024-0.77%-5.62%1.14%-8.47%3.94%3.17%7.04%1.95%2.85%-9.40%1.87%-6.17%-9.63%
20238.08%-9.34%10.60%1.36%-4.56%-5.70%-2.01%-2.46%-8.89%-5.24%10.60%8.38%-2.23%
2022-5.93%-1.31%-12.12%-9.10%2.30%-2.78%6.54%-10.31%-11.77%-3.50%8.36%-4.06%-37.62%
20210.42%-2.51%2.31%-0.97%-0.80%

Benchmark Metrics

Simplify Intermediate Term Treasury Futures Strategy ETF has an annualized alpha of -9.73%, beta of 0.09, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since September 28, 2021.

  • This ETF participated in 105.37% of S&P 500 Index downside but only 23.72% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.09 may look defensive, but with R2 of 0.01 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.01 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-9.73%
Beta
0.09
0.01
Upside Capture
23.72%
Downside Capture
105.37%

Expense Ratio

TYA has an expense ratio of 0.15%, which is considered low.


Return for Risk

Risk / Return Rank

TYA ranks 8 for risk / return — in the bottom 8% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


TYA Risk / Return Rank: 88
Overall Rank
TYA Sharpe Ratio Rank: 88
Sharpe Ratio Rank
TYA Sortino Ratio Rank: 88
Sortino Ratio Rank
TYA Omega Ratio Rank: 88
Omega Ratio Rank
TYA Calmar Ratio Rank: 88
Calmar Ratio Rank
TYA Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TYABenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.05

Sortino ratioReturn per unit of downside risk

-2.70

Omega ratioGain probability vs. loss probability

1.01

1.37

-0.36

Calmar ratioReturn relative to maximum drawdown

-0.03

2.78

-2.81

Martin ratioReturn relative to average drawdown

-0.07

12.44

-12.50

Dividends

Dividend History

Simplify Intermediate Term Treasury Futures Strategy ETF provided a 3.89% dividend yield over the last twelve months, with an annual payout of $0.49 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.49$0.52$0.59$0.61$0.34$0.03

Dividend yield

3.89%3.85%4.84%4.28%2.23%0.11%

Monthly Dividends

The table displays the monthly dividend distributions for Simplify Intermediate Term Treasury Futures Strategy ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.02$0.03$0.03$0.04$0.03$0.00$0.15
2025$0.03$0.03$0.04$0.04$0.04$0.05$0.05$0.04$0.03$0.03$0.05$0.09$0.52
2024$0.05$0.05$0.01$0.05$0.05$0.05$0.06$0.06$0.04$0.05$0.05$0.07$0.59
2023$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.00$0.05$0.05$0.11$0.61
2022$0.01$0.01$0.02$0.02$0.01$0.02$0.01$0.02$0.06$0.06$0.05$0.05$0.34
2021$0.01$0.01$0.02$0.03

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Simplify Intermediate Term Treasury Futures Strategy ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Simplify Intermediate Term Treasury Futures Strategy ETF was 51.15%, occurring on Oct 19, 2023. The portfolio has not yet recovered.

The current Simplify Intermediate Term Treasury Futures Strategy ETF drawdown is 41.80%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-51.15%Oct 2023
2y 15d
4y 8moOct 2021 - now
2021 pullback2021
-0.12%Sep 2021
0s1d
1dSep 2021 - Sep 2021

Drawdown Indicators


TYABenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-51.15%

-56.78%

+5.63%

Max Drawdown (1Y)

Largest decline over 1 year

-11.80%

-9.10%

-2.70%

Max Drawdown (3Y)

Largest decline over 3 years

-21.36%

-18.90%

-2.46%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-41.80%

-1.80%

-40.00%

Average Drawdown

Average peak-to-trough decline

-35.88%

-10.71%

-25.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.63%

2.03%

+2.60%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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